Holdings of West Branch Capital LLC
346 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 55.8 % of the equity sleeve
Sector breakdown
- Technology 33.9 %
- Communication 10.7 %
- Financials 10.0 %
- Consumer discretionary 8.8 %
- Health care 8.0 %
- Consumer staples 7.9 %
- Industrials 2.5 %
- Energy 2.0 %
- Funds 1.9 %
- Utilities 0.1 %
- Real estate 0.1 %
- Unattributed 14.1 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.9 %
- GB 0.1 %
- NL 0.0 %
- MX 0.0 %
- DK 0.0 %
- ES 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 339 | 372M $ | 99.92 % |
| 2 | GB | 3 | 226.2K $ | 0.06 % |
| 3 | NL | 1 | 79.3K $ | 0.02 % |
| 4 | MX | 1 | 7.6K $ | 0.00 % |
| 5 | DK | 1 | 2.9K $ | 0.00 % |
| 6 | ES | 1 | 423 $ | 0.00 % |